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Experience

As a leader in the firm's employee benefits consulting practice, I advise clients on compliance, efficiencies, and best practices on issues affecting their staff, including broad-based employee benefits, executive compensation, human resources, and payroll. The majority of my clients are middle-market, privately owned organizations.

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Specializes In

I’ve lived on three continents. You’ll have to call me to find out which ones.

Additional Thoughts

How will Sec. 4960 excise tax impact your tax-exempt organization?
David Lowenthal
Webinar Thursday, April 4, 2019, 2:00 - 3:00 p.m., EDT 1 min read
IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
409A compliance: Errors, penalties, & corrections
Edward Kim
Article January 31, 2019 1 min read